Marketing Enhancements for Salesforce Suites

Prioritize Your Top Leads with People Scoring in Starter and Pro Suite

Stop guessing which prospects are ready to become customers. People Scoring evaluates how well leads and contacts fit your ideal customer profile and how actively they're engaging with your marketing. By assigning points for specific behaviors and demographic traits, you can build smarter segments. Make sure you're sending the right message to the right person at the right time.

Ready to get started? In the Quick Find box in the Home app, enter and select Marketing Features, then configure your scoring rules. While Starter and Pro Suite include pre-configured scoring rules, these rules remain inactive until you publish them. After reviewing and customizing your rules, click Publish and wait up to 24 hours for the system to calculate scores for all your leads and contacts.

Elevate Your Marketing Analytics with Tableau

The marketing dashboards in Salesforce Suites just got an upgrade. Access new, high-fidelity Tableau visualizations directly within the Performance tab to identify trends and refine your marketing strategy with data-backed confidence.

To access your new Tableau dashboards, install the new Marketing Performance app.

Create Sign-Up Form Campaigns More Efficiently

Easily launch lead capture campaigns and securely gather consent data by starting from a flow template. This new guided setup removes the complexity of building flows, forms, and campaigns separately. Marketers can easily configure data collection, consent management, and form fields directly from a single interface.

Build Brand-Consistent Emails Faster in Starter and Pro Suite

Customizing the look and feel of your emails just became even more intuitive. In Starter and Pro Suite, you can now manage your branding without leaving the builder. We’ve also introduced new Sales Layouts to streamline your design process, making it easier than ever to assemble professional communications.